Triangle Securities Wealth Management Advisors Inner Circle Fd Iii S Transaction History
Triangle Securities Wealth Management
- $412 Million
- Q3 2025
A detailed history of Triangle Securities Wealth Management transactions in Advisors Inner Circle Fd Iii S stock. As of the latest transaction made, Triangle Securities Wealth Management holds 77,227 shares of SAGP stock, worth $2.61 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
77,227
Previous 80,519
4.09%
Holding current value
$2.61 Million
Previous $2.65 Million
0.19%
% of portfolio
0.64%
Previous 0.7%
Shares
12 transactions
Others Institutions Holding SAGP
# of Institutions
16Shares Held
1.28MCall Options Held
0Put Options Held
0-
Baird Financial Group, Inc. Milwaukee, WI611KShares$20.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc469KShares$15.8 Million0.0% of portfolio
-
Greenwich Wealth Management LLC Greenwich, CT51.4KShares$1.74 Million0.09% of portfolio
-
Cambridge Advisors Inc.19.6KShares$660,7700.14% of portfolio
-
Archford Capital Strategies, LLC14.1KShares$475,3520.06% of portfolio